Introducing Zia Similarity Recommendation

Introducing Zia Similarity Recommendation

Dear All,

Hope you are well!

We are here with an interesting addition to the scope of Zia recommendations - Zia Similarity Recommendation. Let's go!

Zia Similarity Recommender is a handy tool that compares your record with other records present in the module, identifies similarities present in them, and displays the top five similar records as recommendations.

For instance, from a similar record, you can quickly read the notes, understand their requirements, and approach your prospect or customer with an improved pitch.

Likewise, you can take cues from similar records and approach your prospects or customers to conduct successful sales backed by historical data.

P.S.: In this feature, Zia identifies the similar patterns/traits of records and displays as a cue in your current records, and is not meant for identifying duplicate records present in your database.

What does a similarity recommendation look like?
Zia Similarity Recommender will display the following information as a widget inside your record.
  • Record name and image - To ascertain a similar record at the first glance.
  • Record information - Contains field values of the similar record that the sales rep might quickly refer to. You can choose the field values during set up based on your preference.
  • Similarity score - An auto-computed score that shows how similar this recommendation is to the record. The higher the score, the more similar are the records.
  • Reason(s) for similarity - Lists all the reasons as to why the suggested record is similar.


P.S.:
  • At this moment, similar records within a module will only be recommended.
  • The similarity recommendations will be displayed even if the layout of each record is different.
  • Only one rule can be created for a module (i.e.) For Enterprise users, only one rule can be created in total while an organization in Ultimate edition can configure one rule per module for up to 10 modules.
Furthermore, you can filter the records that carry similarity recommendations using the advanced filter.

That's about Zia Similarity Recommendation. This feature has been opened for organizations with 20 or more user licenses in US, EU, and IN DCs.

For more information about Zia Similarity Recommendation, refer to our help doc.

Thanks and have a good one, 
Saranya Balasubramanian



    Zoho Marketing Automation
              • Sticky Posts

              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Introducing Multiple Sandbox Types and Support for Module's Data Population

                Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
              • Include Finance Suite modules to Segment your records

                Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
              • Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

                In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
              • Zoho CRM Segmentation FAQ - Post your questions

                Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources




                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now